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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC9 years Filed as: CREATIVE PLANNING Service code 27 · EIN 45-5091060 | Advisory (Plan) | $59,076 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS, LL Service code 14 · EIN 20-1301962 | Plan Administrator | $29,884 |
11 funds of $250K or more; 16 lines in all, holding $16.6M of the plan's $17.7M. From the 2025 filing. Recordkeeper: Epic Retirement Plan Services.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4.5M | 26.9% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.5M | 14.9% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 11.2% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 11.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 10.8% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $822K | 5.0% |
| Fidelity Smal Cap Value Index Mutual Fund Fidelity (FMR) · Mutual fund Index | $770K | 4.6% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $706K | 4.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $672K | 4.0% |
| Vanguard Ftse All-Wld ex-US SmCP Id Mutual Fund Vanguard · Mutual fund | $589K | 3.5% |
Added 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighiShares S&P 500 Index Fund to Fidelity 500 Index Fund | $4.0M to $4.5M |
| AddedDodge & Cox Income Fund Class X | $706K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.